Morningstar

Lord Abbett Small Cap Value Fund Class C LSRCX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $1.06  /  −0.93 %
  • Fund Size $385.2M
  • Adjusted Expense Ratio 1.960%
  • Net Expense Ratio 1.970%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 3.10%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

Morningstar’s Analysis LSRCX

Will LSRCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSRCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSRCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LSRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Small Cap Value C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LSRCX

More LSRCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chord Energy Corp Ordinary Shares - New

3.14 13M
Energy

Marex Group Ltd

2.81 11M
Financial Services

Fortrea Holdings Inc

2.75 11M
Healthcare

Genpact Ltd

2.56 10M
Technology

Cushman & Wakefield Ltd

2.24 9M
Real Estate

Bank of N.T Butterfield & Son Ltd

2.16 9M
Financial Services

Brady Corp Class A

2.14 9M
Industrials

Rush Enterprises Inc Class A

2.14 9M
Consumer Cyclical

Silicon Motion Technology Corp ADR

2.12 8M
Technology

Insight Enterprises Inc

2.12 8M
Technology

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